Denise Filardo (CRD# 1254146) is an Investment Advisor Representative working at Lpl Financial LLC in Hamden, CT and has over 37 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Hamden, CT | Jul 2021 - Current | 2 |
| Joseph Mcdonagh | Hamden, CT | Mar 2018 - Jul 2021 | 3 |
| Stevens Group Financial Services LLC | Hamden, CT | Sep 2016 - Jul 2021 | 4 |
| Denise Filardo | Woodbridge, CT | Jan 2015 - Jul 2021 | 6 |
| Mark Stevens | Hamden, CT | Jan 2014 - Jul 2021 | 7 |
| Various Insurance Carriers For W & R Insurance Agencies | Woodbridge, CT | Jul 2011 - Jul 2021 | 10 |
| Waddell & Reed, Inc. | Hamden, CT | Jul 2011 - Jul 2021 | 10 |
| Stevens Group Financial Services (dba) | Hamden, CT | Sep 2016 - Mar 2018 | 1 |
| Joseph Mcdonagh | Hamden, CT | Sep 2017 - Oct 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1987 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- CT
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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